knowledge topics
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02 Financial Analysis
Both CFP professionals and QAFP professionals are expected to possess the knowledge that will allow them to clearly document, analyze, project and present financial information related to an individual’s goals, needs and priorities. Such knowledge will aid professionals to explain the time value of money; make financial projections to determine the achievability of goals; and evaluate how an individual’s current and projected cash flow—including that from their business—may impact their ability to meet their goals.
Version 1.4.0
Both QAFP® Professionals and CFP® Professionals
CFP® Professionals Only
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Time Value of Money
Both QAFP® Professionals and CFP® Professionals
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Personal Financial Statements
Both QAFP® Professionals and CFP® Professionals
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Financial Statements for a Business
Both QAFP® Professionals and CFP® Professionals